Sequoia Financial Group, an SEC-registered wealth manager with $34.9 billion in assets under management as of June 30, 2026, has acquired BSW Wealth Partners, a Colorado-based independent wealth management firm. As of June 30, 2026, BSW managed approximately $2.3 billion in client assets. Terms of the transaction were not disclosed.
Founded in 1992, BSW serves a national client base from offices in Boulder, Colo., and Denver. The firm provides financial planning and customized wealth management to individuals and families nationally.
Through this acquisition, BSW clients now have access to expanded solutions tailored to the complexity and source of their wealth, including Sequoia Financial’s deep bench of diverse advisers; specialists who integrate tax, estate, and special needs financial planning; Sequoia Sentinel family office services; and a broad platform of investments. BSW will operate under the Sequoia Financial brand.
In August 2026, Sequoia Financial
